Latest revenue
$6.6M
as of 2026-03-31
Latest net income
$-98.5M
as of 2026-03-31
Net margin
-1502.1%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.56B
- Enterprise value
- $2.56B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $39.28
- 52-wk low
- $18.77
- Beta
- —
- Shares out
- 87.9M
5-year trend
What this company does
Item 1. Business. Company Overview We are a precision medicine oncology company committed to the discovery, development, and commercialization of transformative therapies for cancer. Our approach integrates expertise in small-molecule drug discovery, structural biology and bioinformatics with robust internal capabilities in identifying and validating translational biomarkers to develop tailored, potentially first-in-class targeted therapies aligned to the genetic drivers of disease. We have built a deep pipeline of product candidates focused on synthetic lethality and antibody-drug conjugates (ADCs) for molecularly defined solid tumor indications. Our clinical development strategy is to…
AI summary unavailable — showing raw filing excerpt
Generated from IDYA's filing dated 2026-02-17
Key risks
Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. You should carefully consider the risks described below, as well as the other information in this Annual Report on Form 10-K, including our financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” before deciding whether to invest in our common stock. The occurrence of any of the events or developments described below could harm our business, financial condition, results of operations, growth prospects and stock price. In such an event, the market price of our common stock could decline, and you may lose all or part of your…
AI summary unavailable — showing raw filing excerpt
Generated from IDYA's filing dated 2026-02-17
Profitability
Operating margin
-72.8%
98.4%Net margin
-52.0%
98.7%Return on equity
-11.1%
74.8%Return on assets
-10.2%
58.0%Leverage
Debt / equity
0.08×
89.6%Debt / assets
7.8%
82.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $6.6M | — | $-98.5M | -36.5% | -1502.1% |
Q4 2025 2025-12-31 | — | — | $66.4M | +151.0% | — |
Q3 2025 2025-09-30 | $207.8M | — | $-30.4M | +41.3% | -14.6% |
Q2 2025 2025-06-30 | — | — | $-77.5M | -46.8% | — |
Q1 2025 2025-03-31 | — | — | $-72.2M | -82.4% | — |
Q4 2024 2024-12-31 | $7.0M | — | $-130.3M | — | -1861.6% |
Q3 2024 2024-09-30 | $0 | -100.0% | $-51.8M | -88.9% | — |
Q2 2024 2024-06-30 | $0 | -100.0% | $-52.8M | -89.0% | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Pharmaceutical Preparations · SIC 2834
Your notes
Keep private notes on IDYA — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$1.6M
Insider selling
$0
Net activity
+$1.6M
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns IDYA
Institutional value
$1.23B
Total shares held
36.9M
Distinct holders
147
-97 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.4M | $281.3M | +232.7K (+2.8%) | Added |
| 2 | Capital Research Global Investors | 5.2M | $172.0M | -116.1K (-2.2%) | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $124.4M | — | New |
| 4 | FEDERATED HERMES, INC. | 3.0M | $99.5M | -408.7K (-12.0%) | Trimmed |
| 5 | Fiera Capital Corp | 2.5M | $84.2M | +89.8K (+3.7%) | Added |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $44.4M | +394.6K (+42.0%) | Added |
| 7 | Candriam S.C.A. | 1.1M | $36.9M | -955.0K (-46.3%) | Trimmed |
| 8 | Ensign Peak Advisors, Inc | 899.5K | $30.0M | -79.6K (-8.1%) | Trimmed |
| 9 | Fisher Asset Management, LLC | 882.7K | $29.4M | -6.9K (-0.8%) | Trimmed |
| 10 | UBS Group AG | 762.5K | $25.4M | -323.1K (-29.8%) | Trimmed |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 745.6K | $24.8M | — | New |
| 12 | Pictet Asset Management Holding SA | 715.9K | $23.9M | -18.4K (-2.5%) | Trimmed |
| 13 | VANGUARD FIDUCIARY TRUST CO | 561.6K | $18.7M | — | New |
| 14 | abrdn plc | 545.6K | $18.2M | -15.0K (-2.7%) | Trimmed |
| 15 | NEW YORK STATE COMMON RETIREMENT FUND | 515.4K | $17.2M | +7.1K (+1.4%) | Added |
| 16 | Nuveen, LLC | 448.3K | $14.9M | +74.3K (+19.9%) | Added |
| 17 | DEUTSCHE BANK AG\ | 378.4K | $12.6M | +10.0K (+2.7%) | Added |
| 18 | GENERAL AMERICAN INVESTORS CO INC | 280.3K | $9.3M | +0 (+0.0%) | No change |
| 19 | JPMORGAN CHASE & CO | 292.1K | $9.2M | -7.8K (-2.6%) | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 256.3K | $8.5M | -21.2K (-7.7%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once IDYA's latest filing finishes processing.